Josh HoffmanAssociate Director, Wealth Advisor
How Josh Can Help You
Josh works with the team of Wealth Advisors to bring clients financial guidance that maximizes their peace of mind. He helps clients navigate a complex investment landscape to preserve and grow their wealth so they have the freedom and flexibility to spend time on the activities they enjoy with the people they love.
What Makes Josh Knowledgeable
Josh joined Berman | Cresset in 2020 as an Associate Wealth Advisor. Previously, Josh spent four years as a Foreign Affairs Officer at the U.S. Department of State where he worked on U.S.-China relations. Josh’s prior experience includes two years as an Investment Banking Analyst at Jefferies within the Media & Telecom Group where he helped companies in the fiber, satellite, wireless, and wireline sectors to raise capital and execute mergers and acquisitions. Josh graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts in Peace, War, and Defense and a minor in Business Administration. He also holds an MBA from London Business School.
Getting to Know Josh
Josh and his wife, Kristen, reside in Midtown Atlanta where they enjoy exploring their neighborhood and taking walks in Piedmont Park. They are expecting their first child in the spring and are looking forward to becoming parents. Josh enjoys spending time with family and friends, reading, watching sports, and traveling to experience new countries and cultures.